
Job Description:
The Investment Products teams within Global Wealth and Investment Management (GWIM) is responsible for sourcing and managing an industry leading set of investment products, platforms and capabilities across a spectrum of client wealth and service channels.
The Capital Markets Private Company Origination / Due Diligence Specialist role will drive a new program to offer private company shares to GWIM UHNW clients. The program is a critical differentiator for GWIM and is expected to play a key role in ongoing client acquisition for UHNW clients by leveraging enterprise capabilities in the private markets.
In this new program, the Origination / Due Diligence Specialist will drive success in a number of ways:
Qualifications
Candidates for the role should possess:
Job Band:
H5Shift:
1st shift (United States of America)Hours Per Week:
40Weekly Schedule:
Referral Bonus Amount:
0Job Description:
The Investment Products teams within Global Wealth and Investment Management (GWIM) is responsible for sourcing and managing an industry leading set of investment products, platforms and capabilities across a spectrum of client wealth and service channels.
The Capital Markets Private Company Origination / Due Diligence Specialist role will drive a new program to offer private company shares to GWIM UHNW clients. The program is a critical differentiator for GWIM and is expected to play a key role in ongoing client acquisition for UHNW clients by leveraging enterprise capabilities in the private markets.
In this new program, the Origination / Due Diligence Specialist will drive success in a number of ways:
Qualifications
Candidates for the role should possess:
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role